Here is our updated model. Gross orders 1H19: 108. Including contractual/accounting changes: -119 net (-180 737’s). The lack of MAX deliveries really tells on page 4 – Delta took the most deliveries YTD, followed by the Tanker. The 787-9 deliveries passed MAX for the year.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
